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27 jobs found for Financial Advisor Surat

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  • Acquire new clients for Demat & Trading accounts through networking, data base and references. End to end customer relationship management. Meet Non-Trading Customers and activate them. Sell online accounts to customers and encourage them to trade online. Have a customer centric approach and ensure that they are serviced well. Ensure that customer trades actively after opening the trading account ...

  • - The position will be responsible for co-ordination between internal team and clients, - Interaction with walk-in clients. -The candidate needs to be keen to follow and enforce sales processes. -The position will be reporting to works manager ...

  • Banking and Financial Institutional liaisoning Statutory compliance Balance sheet finalization Tax Planning Costing and MIS Legal compliance Budgeting Taxation-Direct & Indirect Income Tax /TDS Project Financing Fund Management Credit Control & Mgmt

  • Manage clients- / projects- receivables and cash collections in light of preset financial KPI - Ensure clients have positive experience by communicating effectively pre and post deal process - Oversee and manage corporate team of sales executives/business development executives to achieve set targets ...

  • Job Description & Job Specification Designation: HOD of Income Tax Primary Responsibility: • Handling income tax audit process, liaising with external advisors and the tax authorities as appropriate. • Work with external advisors where necessary on income tax audits to provide the information

  • regulations, best practices, tools, techniques and performance standards. • Perform and control the full audit cycle including risk management and control management over operations’ effectiveness, financial reliability and compliance with all applicable directives and regulations • Determine internal audit

  • Credit underwriting for individual (unsecured) loans/open market Credit Policy Monitoring & Management (Suggesting & Implementing policy changes) Credit Risk Management for Individual Lending markets Portfolio Management for Graduated Business Lending/Livestock Lending/Open Market Business Team Handling of on field and backend resources Hands on Field Exposure and Shadowing of underwriters Report writing ...

  • Must have the ability to recruit and license Insurance advisors, drive the team of these advisors to generate business and expand the business. Achieve Advisor activation of 60% Should have the bandwidth to handle more than one distribution channel. Should be adept at multi-tasking (handle SMO

  • Liaising with the regional finance teams and external advisors Preparing funds flow and cash flow statements to monitor the inflow & outflow of funds and ensure optimum utilization of available funds towards the accomplishment of corporate goals ...

  • To recruit team of Insurance Advisors as per the corporate strategy To ensure and maintain levels of productivity as prescribed To focus on and develop various business segments as per the sales strategy To train IAs with the help of training team To uphold the brand image and ensure compliance

  • *Monitor and analyse accounting data and produce financial reports or statements. *Improve systems and procedures and initiate corrective actions. *Assign projects and direct staff to ensure compliance and accuracy. *Meet financial accounting objectives. *Candidate must have knowledge & experience

  • by preparing and recommending policies and procedures. Guides accounting clerical staff by coordinating activities and answering questions. Maintains financial security by following internal controls. Prepares special financial reports by collecting, analyzing, and summarizing account information and trends ...

  • · Drive the financial planning of the company by analysing its performance and risks. · Retain constant awareness of the company's financial position and act to prevent problems. · Set up and oversee the company's finance IT system. · Set targets for and supervise all accounting · Proven experience as Finance Head or similar role. · In-depth knowledge of corporate finance and accounting principles ...

  • We are looking for a professional, organized, reliable, team player to join General Accounting Organization. Under general supervision, the team member will be responsible for Accruals/ Prepayment/ Deposits/ Amortization/ Balance Sheet Reconciliation only CA completed. Have good technical accounting knowledge. Ability to keep track of details and work within deadlines Ability to organize and maintain ...

  • norms effectively. 7. Branch Manager provides advisory services to corporate & HNI on funds management, along with maintaining relationship with Key Accounts. Industry: Banking / Financial Services Functional Area: Sales / Retail / Business Development Role Category: Retail Sales Role: Branch Manager

  • understanding of financial products and presentation of those to customers. Excellent customer relationship management. Excellent oral and written communication skills with clarity of thought, speech and expression. Excellent interpersonal skills. Good Analytical Skills ...

  • of new and existing financial products. 4. Branch Manager should have the ability to delegate supervision of day-to-day operations to staff at branch offices. 5. He should ensure that the financials of the branch are under control and the branch adheres to Know Your Customer (KYC) and Anti-Money Laundering (AML) Candidate should be a Graduate / Post Graduate / MBA with minimum 5 years of experience in Banking ...

  • The role of a Relationship Manager is one of the most important roles in the organization. From acquiring a customer to maintaining a healthy relationship, the RM will be responsible for all aspects of client relationship. The selected RM will get the opportunity to work with schools and shall play a major role in understanding the loan requirements of the school, recommend a suitable solution, walk ...

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